Ivy Asset Strategy Fund Quote
| WASAX Fund | USD 22.09 0.02 0.09% |
PerformanceVery Weak
| Odds Of DistressLow
|
Ivy Asset is trading at 22.09 as of the 26th of February 2025; that is 0.09% down since the beginning of the trading day. The fund's open price was 22.11. Ivy Asset has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
The fund seeks to achieve its objective by allocating its assets among different asset classes of varying correlation around the globe. The funds investment manager primarily invests a portion of the funds assets in global equity securities that the manager believes can outperform the funds benchmark index, the MSCI ACWI Index, over a full market cycle before taking into account fund expenses .. More on Ivy Asset Strategy
Moving together with Ivy Mutual Fund
Ivy Mutual Fund Highlights
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Growth Funds, World Allocation Funds, World Allocation, Delaware Funds by Macquarie (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Ivy Asset Strategy [WASAX] is traded in USA and was established 26th of February 2025. Ivy Asset is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Delaware Funds by Macquarie family. This fund at this time has accumulated 1.81 B in net assets with no minimum investment requirementsIvy Asset Strategy is currently producing year-to-date (YTD) return of 3.85% with the current yeild of 0.02%, while the total return for the last 3 years was 7.5%.
Check Ivy Asset Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ivy Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ivy Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ivy Asset Strategy Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ivy Asset Strategy Mutual Fund Constituents
| JPM | JPMorgan Chase Co | Stock | Financials | |
| FWONK | Liberty Media | Stock | Communication Services | |
| KHC | Kraft Heinz Co | Stock | Consumer Staples | |
| C | Citigroup | Stock | Financials | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| INTU | Intuit Inc | Stock | Information Technology | |
| ZBH | Zimmer Biomet Holdings | Stock | Health Care |
Ivy Asset Strategy Risk Profiles
| Mean Deviation | 0.5141 | |||
| Standard Deviation | 0.9261 | |||
| Variance | 0.8576 | |||
| Risk Adjusted Performance | (0.02) |
Ivy Asset Against Markets
Other Information on Investing in Ivy Mutual Fund
Ivy Asset financial ratios help investors to determine whether Ivy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ivy with respect to the benefits of owning Ivy Asset security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |